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Published byMarybeth Ellen Ryan Modified over 9 years ago
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Hard to prove a negative, that is, that a person died without a will. Thus, must perform due diligence to locate the will.
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Procedures in: Probate Code §§ 36B-36F Estates Code Chapter 151 Without court order With court order
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Without Court Order Discretionary with bank
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Without Court Order Persons who may ask: ▪ Spouse ▪ Parent ▪ Adult descendant ▪ Named executor who can prove it with a copy of will
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Without Court Order Delivery of found documents: ▪ Will = clerk of court with jurisdiction and venue, or named executor ▪ Burial plot deed or burial instructions = person inspecting ▪ Life insurance policy = any named beneficiary
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With Court Order Court designates person who may inspect Examination occurs in presence of this person AND the judge or the judge’s agent
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With Court Order Delivery of found documents ▪ Will = clerk of court with jurisdiction in same county as ordering judge ▪ Burial plot deed = person designated in court order ▪ Life insurance policy = any named beneficiary
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Duty of Custodian PC § 75 EC §§ 252.201-252.204
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Duty of Custodian No duty to probate will
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Duty of Custodian No duty to probate will Duty to deliver to court with jurisdiction
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Duty of Custodian No duty to probate will Duty to deliver to court with jurisdiction If failure to deliver, may be arrested and imprisoned until person delivers and is liable for damages.
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All counties where decedent lived PC § 71 EC §§ 252.001-252.153
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